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Executor Outreach Cadence: 30-Day Plan That Wins Listings

Jul 8, 2025 • 8 min read • by Team PLS
Executor Outreach Cadence: 30-Day Plan That Wins Listings
Outreach Cadence Scripts

A gentle, repeatable cadence for letters, calls, and follow‑ups that converts respectfully.

Why Cadence Works

  • Consistency builds trust; gentle touchpoints beat sporadic outreach.
  • Clear options reduce decision friction and shorten time‑to‑deal.

The Outreach Flywheel

Letter

Simple one‑pager + checklist; no pressure.

Call

3–5 days later; offer options and a short plan.

Weekly follow‑ups

Weeks 2–4 with brief, useful updates.

Monthly nurture

Short notes with value and timing guidance.

Attorney updates

Light progress notes build trust.

Referrals

Your calm process earns introductions.

30‑Day Cadence

  1. Day 1: mail letter + checklist; log CRM task.
  2. Day 5: call; offer two‑path plan (retail vs. as‑is).
  3. Day 12: short check‑in; share small win or helpful link.
  4. Day 20: another check‑in; offer a 20‑minute walk‑through.
  5. Day 30: monthly nurture opt‑in with next polite update.

Call Scripts

Opener: “I help families during probate. Not calling to list—happy to share a simple plan.”

Timing: “Once Letters of Authority are issued, we can prep and sell—even while the rest progresses.”

Options: “Some sell retail; others choose as‑is. I’ll present both paths for you to choose.”

Assets

  • Letter + checklist templates.
  • Call scripts and voicemail samples.
  • CRM task templates and follow‑up schedule.

Targets

  • 4 touches in 30 days; 1 monthly nurture thereafter.
  • Document one clear “next step” per conversation.

Want help turning this into action?

Use our cadence kit—letters, scripts, and CRM tasks—plus courthouse‑sourced leads.

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